About the role

  • Financial Adviser responsible for providing financial services and building client relationships. Requires a minimum Matric and 12 months of related experience in financial services, specific licenses, and skills management.

Responsibilities

  • Advise clients on financial matters
  • Build and maintain relationships with clients
  • Identify and pursue sales opportunities
  • Conduct consultations and provide recommendations

Requirements

  • A minimum of Matric or equivalent
  • A minimum 12 months’ financial services experience as a Financial Adviser
  • A minimum of Long-term Insurance Class of Business completion
  • A valid driver’s licence and own car
  • A clear criminal and credit check
  • Consultative Selling
  • Customer Feedback Management
  • Customer-Focused
  • Customer Service
  • Customer Understanding
  • Evaluating Information
  • Identifying Customer Needs
  • Identifying Sales Opportunities
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Sales Data Management
  • Sales Software
  • Strategic Selling
  • Strengthening Customer Relationships

Benefits

  • Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Job title

Financial Adviser

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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